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The Analysis of Arkos Global Advisors's Holdings & P&L

Currently, Arkos Global Advisors holds 199 types of securities in its portfolio with a total value $796.8K. In the most recent quarter, they have increased their positions in IEFA (+53.3K shares, valued at $4.8K), PSLV (+140.6K shares, valued at $3.4K), IJH (+31.6K shares, valued at $2.1K); decreased their positions in MUB (-24.4K shares, valued at $2.6K), XOM (-6.4K shares, valued at $1.1K), PGX (-90.0K shares, valued at $979.4638667502463); initiated new positions in PSLV (+140.6K shares, valued at $3.4K), N/A (+15.3K shares, valued at $876), FCX (+6.7K shares, valued at $394).

1M P&L

+7.9M+1.27%

3M P&L

-53.6M-7.83%

HY P&L

-13.4M-2.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A602.0K

95.9%

2Consumer Electronics4.0K

0.6%

3Oil & Gas Integrated2.4K

0.4%

Top Industries by Stock Count

1N/A72 stocks

63.2%

2Banks - Diversified4 stocks

3.5%

3Oil & Gas Integrated3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF179.9K shares0.78%2026-03-312026-05-13

IEFA ISHARES CORE MSCI EAFE ETF1.1M shares5.12%2026-03-312026-05-13

IEF ISHARES 7-10 YEAR TREASURY BOND ETF601.2K shares0.49%2026-03-312026-05-13

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF632.4K shares0.45%2026-03-312026-05-13

BND VANGUARD TOTAL BOND MARKET ETF669.0K shares-1.43%2026-03-312026-05-13

SPY STATE STREET SPDR S&P 500 ETF74.3K shares-1.03%2026-03-312026-05-13

MUB ISHARES NATIONAL MUNI BOND ETF443.0K shares-5.23%2026-03-312026-05-13

IJH ISHARES CORE S&P MID-CAP ETF459.2K shares7.38%2026-03-312026-05-13

Sponsored

ISHARES GOLD TRUST ISHARES GOLD TRUST324.2K shares2.84%2026-03-312026-05-13

GLD SPDR GOLD SHARES63.6K shares-2.33%2026-03-312026-05-13

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF311.6K shares5.63%2026-03-312026-05-13

IJR ISHARES CORE S&P SMALL CAP ETF149.1K shares5.81%2026-03-312026-05-13

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF122.0K shares1.31%2026-03-312026-05-13

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF172.1K shares3.35%2026-03-312026-05-13

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF334.1K shares-1.17%2026-03-312026-05-13

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND293.8K shares2.06%2026-03-312026-05-13

Sponsored

VO VANGUARD MID-CAP ETF39.7K shares-0.76%2026-03-312026-05-13

DGRO ISHARES CORE DIVIDEND GROWTH ETF120.2K shares2.81%2026-03-312026-05-13

FBTC FIDELITY WISE ORIGIN BITCOIN FUND134.9K shares36.08%2026-03-312026-05-13

VB VANGUARD SMALL-CAP ETF29.3K shares-1.05%2026-03-312026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF35.7K shares8.36%2026-03-312026-05-13

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF73.5K shares2.86%2026-03-312026-05-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF70.5K shares-1.17%2026-03-312026-05-13

AAPL APPLE INC COM15.6K shares5.86%2026-03-312026-05-13

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER140.6K sharesnew addition2026-03-312026-05-13

PGX INVESCO PREFERRED ETF312.7K shares-22.35%2026-03-312026-05-13

GDX VANECK GOLD MINERS ETF36.7K shares0.00%2026-03-312026-05-13

ACWI ISHARES MSCI ACWI ETF23.6K shares-0.30%2026-03-312026-05-13

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A11.1K shares10.90%2026-03-312026-05-13

PFF ISHARES PREFERRED & INCOME SECURITIES ETF102.4K shares21.72%2026-03-312026-05-13

REET ISHARES GLOBAL REIT ETF90.2K shares-27.39%2026-03-312026-05-13

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF54.1K shares9.95%2026-03-312026-05-13

Sponsored

AMZN AMAZON COM INC COM9.1K shares33.79%2026-03-312026-05-13

MSFT MICROSOFT CORP COM5.0K shares54.55%2026-03-312026-05-13

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR51.3K shares0.00%2026-03-312026-05-13

WMT WALMART INC COM14.3K shares2.61%2026-03-312026-05-13

VUG VANGUARD GROWTH ETF3.7K shares-2.77%2026-03-312026-05-13

COIN COINBASE GLOBAL INC COM CL A9.1K shares294.69%2026-03-312026-05-13

ALERIAN MLP ETF ALERIAN MLP ETF28.9K shares0.00%2026-03-312026-05-13

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF24.2K shares181.98%2026-03-312026-05-13

Sponsored

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF31.5K shares5.52%2026-03-312026-05-13

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I2.2K shares6.24%2026-03-312026-05-13

NVDA NVIDIA CORPORATION COM7.4K shares44.52%2026-03-312026-05-13

BROADCOM INC COM BROADCOM INC COM4.2K shares10.30%2026-03-312026-05-13

SLV ISHARES SILVER TRUST15.9K shares-12.67%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION COM1.1K shares22.03%2026-03-312026-05-13

CVX CHEVRON CORPORATION COM5.0K shares16.84%2026-03-312026-05-13

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF9.3K shares0.00%2026-03-312026-05-13

Sponsored

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF12.6K shares-5.68%2026-03-312026-05-13

SHEL SHELL PLC SPON ADS9.5K shares0.00%2026-03-312026-05-13

GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF15.3K sharesnew addition2026-03-312026-05-13

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.3K shares-22.83%2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK MARKET ETF2.6K shares11.59%2026-03-312026-05-13

VEA VANGUARD FTSE DEVELOPED MARKETS ETF12.5K shares-2.98%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.6K shares12.82%2026-03-312026-05-13

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND14.7K shares-0.21%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO COM2.6K shares-21.14%2026-03-312026-05-13

SO SOUTHERN CO COM7.5K shares11.90%2026-03-312026-05-13

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.6K shares0.00%2026-03-312026-05-13

RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF14.9K shares-0.49%2026-03-312026-05-13

CM CANADIAN IMPERIAL BANK OF COMM COM7.0K shares0.00%2026-03-312026-05-13

TLT ISHARES 20 YEAR TREASURY BOND ETF7.5K shares-0.13%2026-03-312026-05-13

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF8.1K shares-0.05%2026-03-312026-05-13

TSLA TESLA INC COM1.7K shares0.88%2026-03-312026-05-13

Sponsored

WMB WILLIAMS COS INC COM8.7K shares0.00%2026-03-312026-05-13

SCHM SCHWAB U.S. MID-CAP ETF20.4K shares-1.97%2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF913 shares-0.44%2026-03-312026-05-13

VOOG VANGUARD S&P 500 GROWTH ETF1.4K shares0.00%2026-03-312026-05-13

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW4.3K shares-18.60%2026-03-312026-05-13

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF11.1K shares0.00%2026-03-312026-05-13

FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND4.4K shares0.00%2026-03-312026-05-13

D DOMINION ENERGY INC COM8.5K shares0.00%2026-03-312026-05-13

Sponsored

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND13.9K shares-0.07%2026-03-312026-05-13

SDY STATE STREET SPDR S&P DIVIDEND ETF3.4K shares0.00%2026-03-312026-05-13

KO COCA COLA CO COM6.1K shares0.00%2026-03-312026-05-13

LLY ELI LILLY & CO COM497 shares3.97%2026-03-312026-05-13

AMAT APPLIED MATLS INC COM1.3K shares-1.80%2026-03-312026-05-13

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF15.2K shares0.00%2026-03-312026-05-13

EZU ISHARES MSCI EUROZONE ETF7.1K shares0.00%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L P COM11.4K shares4.13%2026-03-312026-05-13

Sponsored

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF3.0K shares-3.18%2026-03-312026-05-13

HD HOME DEPOT INC COM1.2K shares10.32%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC CL B6.7K sharesnew addition2026-03-312026-05-13

V VISA INC COM CL A1.3K shares98.76%2026-03-312026-05-13

EFA ISHARES MSCI EAFE ETF4.0K shares-0.50%2026-03-312026-05-13

SBUX STARBUCKS CORP COM4.3K shares32.11%2026-03-312026-05-13

PEP PEPSICO INC COM2.4K shares-2.70%2026-03-312026-05-13

TRGP TARGA RES CORP COM1.5K shares0.00%2026-03-312026-05-13

Sponsored

VZ VERIZON COMMUNICATIONS INC COM7.1K shares-3.38%2026-03-312026-05-13

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF7.1K shares0.00%2026-03-312026-05-13

BMO BANK MONTREAL MEDIUM COM2.6K shares0.00%2026-03-312026-05-13

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.2K shares12.96%2026-03-312026-05-13

VTV VANGUARD VALUE ETF1.8K shares-5.70%2026-03-312026-05-13

ESGD ISHARES ESG AWARE MSCI EAFE ETF3.6K shares-2.46%2026-03-312026-05-13

SLB SLB LIMITED COM STK6.4K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC CL A568 shares-6.43%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP COM1.9K shares-77.23%2026-03-312026-05-13

INTC INTEL CORP COM7.2K shares0.00%2026-03-312026-05-13

IVE ISHARES S&P 500 VALUE ETF1.5K shares-11.27%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO COM1.0K shares3.07%2026-03-312026-05-13

VIS VANGUARD INDUSTRIALS ETF946 shares0.00%2026-03-312026-05-13

RY ROYAL BK CDA COM1.8K shares0.00%2026-03-312026-05-13

SHY ISHARES 1-3 YEAR TREASURY BOND ETF3.4K shares0.00%2026-03-312026-05-13

PG PROCTER & GAMBLE CO COM1.8K shares-36.12%2026-03-312026-05-13

Sponsored

HR HEALTHCARE RLTY TR CL A COM15.0K shares0.00%2026-03-312026-05-13

JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF2.7K shares-1.39%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP COM4.0K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP COM1.7K sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC COM289 shares0.00%2026-03-312026-05-13

EWJ ISHARES MSCI JAPAN ETF2.9K sharesnew addition2026-03-312026-05-13

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF2.9K sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC CL A1.6K shares-13.59%2026-03-312026-05-13

Sponsored

STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND4.3K shares-0.28%2026-03-312026-05-13

NZF NUVEEN MUN CR INCOME FD COM SH BEN INT18.9K shares-15.13%2026-03-312026-05-13

NAD NUVEEN QUALITY MUNCP INCOME FD COM19.7K shares-15.11%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC COM3.1K sharesnew addition2026-03-312026-05-13

PM PHILIP MORRIS INTL INC COM1.3K shares0.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS654 shares-2.53%2026-03-312026-05-13

NKE NIKE INC CL B4.2K shares-1.19%2026-03-312026-05-13

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF4.7K shares2.03%2026-03-312026-05-13

Sponsored

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW960 sharesnew addition2026-03-312026-05-13

FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND1.7K sharesnew addition2026-03-312026-05-13

EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF2.0K sharesnew addition2026-03-312026-05-13

HACK AMPLIFY CYBERSECURITY ETF2.5K shares-2.38%2026-03-312026-05-13

NOW SERVICENOW INC COM1.8K sharesnew addition2026-03-312026-05-13

BIV VANGUARD INTERMEDIATE-TERM BOND ETF2.4K sharesnew addition2026-03-312026-05-13

NEE NEXTERA ENERGY INC COM2.0K sharesnew addition2026-03-312026-05-13

IVW ISHARES S&P 500 GROWTH ETF1.6K shares-5.90%2026-03-312026-05-13

Sponsored

SHOP SHOPIFY INC CL A SUB VTG SHS1.5K sharesnew addition2026-03-312026-05-13

NVG NUVEEN AMT FREE MUN CR INC FD COM14.7K shares-24.93%2026-03-312026-05-13

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF2.5K sharesnew addition2026-03-312026-05-13

CSCO CISCO SYS INC COM2.3K sharesnew addition2026-03-312026-05-13

MERCK & CO INC COM MERCK & CO INC COM1.5K sharesnew addition2026-03-312026-05-13

NUMG NUVEEN ESG MID-CAP GROWTH ETF4.3K shares-0.47%2026-03-312026-05-13

AFL AFLAC INC COM1.6K sharesnew addition2026-03-312026-05-13

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF1.6K sharesnew addition2026-03-312026-05-13

Sponsored

YUM YUM BRANDS INC COM1.1K sharesnew addition2026-03-312026-05-13

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF1.1K sharesnew addition2026-03-312026-05-13

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF6.4K sharesnew addition2026-03-312026-05-13

VWO VANGUARD FTSE EMERGING MARKETS ETF2.9K sharesnew addition2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC CL B1.6K sharesnew addition2026-03-312026-05-13

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF3.1K sharesnew addition2026-03-312026-05-13

NUSC NUVEEN ESG SMALL-CAP ETF3.3K sharesnew addition2026-03-312026-05-13

ESGU ISHARES ESG AWARE MSCI USA ETF1.0K sharesnew addition2026-03-312026-05-13

Sponsored

ZTS ZOETIS INC CL A1.2K sharesnew addition2026-03-312026-05-13

FNX FIRST TRUST MID CAP CORE ALPHADEX FUND1.1K sharesnew addition2026-03-312026-05-13

MTDR MATADOR RES CO COM2.1K sharesnew addition2026-03-312026-05-13

DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF2.6K sharesnew addition2026-03-312026-05-13

BAC BANK OF AMER CORP COM2.5K sharesnew addition2026-03-312026-05-13

ARKK ARK INNOVATION ETF1.8K sharesnew addition2026-03-312026-05-13

JPMORGAN BETABUILDERS JAPAN ETF JPMORGAN BETABUILDERS JAPAN ETF1.7K sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC COM1.7K sharesnew addition2026-03-312026-05-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM1.9K sharesnew addition2026-03-312026-05-13

SCHF SCHWAB INTERNATIONAL EQUITY ETF4.5K sharesnew addition2026-03-312026-05-13

HYT BLACKROCK CORPOR HI YLD FD INC COM13.0K shares0.00%2026-03-312026-05-13

CSGP COSTAR GROUP INC COM2.7K sharesnew addition2026-03-312026-05-13

BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND7.6K sharesnew addition2026-03-312026-05-13

T AT&T INC COM3.7K sharesnew addition2026-03-312026-05-13

NULG NUVEEN ESG LARGE-CAP GROWTH ETF1.1K sharesnew addition2026-03-312026-05-13

CRAK VANECK OIL REFINERS ETF1.8K shares-74.79%2026-03-312026-05-13

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR1.3K sharesnew addition2026-03-312026-05-13

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND1.7K sharesnew addition2026-03-312026-05-13

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF1.8K sharesnew addition2026-03-312026-05-13

APA CORPORATION COM APA CORPORATION COM2.0K sharesnew addition2026-03-312026-05-13

MDLZ MONDELEZ INTL INC CL A1.4K sharesnew addition2026-03-312026-05-13

BSM BLACK STONE MINERALS L P COM UNIT5.3K sharesnew addition2026-03-312026-05-13

SOFI SOFI TECHNOLOGIES INC COM4.8K sharesnew addition2026-03-312026-05-13

NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF3.4K sharesnew addition2026-03-312026-05-13

Sponsored

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF2.2K sharesnew addition2026-03-312026-05-13

ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW3.4K sharesnew addition2026-03-312026-05-13

HAL HALLIBURTON CO COM1.7K sharesnew addition2026-03-312026-05-13

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF1.4K sharesnew addition2026-03-312026-05-13

BN BROOKFIELD CORP CL A LTD VT SH1.5K sharesnew addition2026-03-312026-05-13

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF3.4K sharesnew addition2026-03-312026-05-13

KMI KINDER MORGAN INC DEL COM1.7K sharesnew addition2026-03-312026-05-13

NEA NUVEEN AMT FREE QLTY MUN INCME COM5.2K sharesnew addition2026-03-312026-05-13

Sponsored

URA GLOBAL X URANIUM ETF1.2K sharesnew addition2026-03-312026-05-13

PFE PFIZER INC COM2.0K sharesnew addition2026-03-312026-05-13

BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM3.2K sharesnew addition2026-03-312026-05-13

YUMC YUM CHINA HLDGS INC COM1.1K sharesnew addition2026-03-312026-05-13

IREN IREN LIMITED ORDINARY SHARES1.5K sharesnew addition2026-03-312026-05-13

FE FIRSTENERGY CORP COM1.0K sharesnew addition2026-03-312026-05-13

PULS PGIM ULTRA SHORT BOND ETF1.0K sharesnew addition2026-03-312026-05-13

ET ENERGY TRANSFER L P COM UT LTD PTN2.2K sharesnew addition2026-03-312026-05-13

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF1.4K sharesnew addition2026-03-312026-05-13

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF1.9K sharesnew addition2026-03-312026-05-13

F FORD MTR CO COM2.8K sharesnew addition2026-03-312026-05-13

NMZ NUVEEN MUN HIGH INCOME OPPORTU COM3.1K shares-81.03%2026-03-312026-05-13

CPB THE CAMPBELLS COMPANY COM1.4K sharesnew addition2026-03-312026-05-13

ABSI ABSCI CORPORATION COM10.0K sharesnew addition2026-03-312026-05-13

DSM BNY MELLON STRATEGIC MUN BD FD COM5.0K sharesnew addition2026-03-312026-05-13

BIOHAVEN LTD COM BIOHAVEN LTD COM3.5K sharesnew addition2026-03-312026-05-13

Sponsored

CHIMERA INVT CORP COM SHS CHIMERA INVT CORP COM SHS2.3K sharesnew addition2026-03-312026-05-13

CAG CONAGRA BRANDS INC COM1.5K sharesnew addition2026-03-312026-05-13

PMM PUTNAM MANAGED MUN INCOME TR COM3.8K sharesnew addition2026-03-312026-05-13

RIVN RIVIAN AUTOMOTIVE INC COM CL A1.2K sharesnew addition2026-03-312026-05-13

GHRS GH RESEARCH PLC ORDINARY SHARES1.2K sharesnew addition2026-03-312026-05-13

CMPS COMPASS PATHWAYS PLC SPONSORED ADS1.0K sharesnew addition2026-03-312026-05-13

HCAT HEALTH CATALYST INC COM1.8K sharesnew addition2026-03-312026-05-13

VANGUARD S&P 500 ETF

0.78%

Shares179.9K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES CORE MSCI EAFE ETF

5.12%

Shares1.1M

Event2026-03-31

Filed2026-05-13

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

0.49%

Shares601.2K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

0.45%

Shares632.4K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD TOTAL BOND MARKET ETF

-1.43%

Shares669.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STREET SPDR S&P 500 ETF

-1.03%

Shares74.3K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES NATIONAL MUNI BOND ETF

-5.23%

Shares443.0K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES CORE S&P MID-CAP ETF

7.38%

Shares459.2K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TRUST

2.84%

Shares324.2K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD SHARES

-2.33%

Shares63.6K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

5.63%

Shares311.6K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES CORE S&P SMALL CAP ETF

5.81%

Shares149.1K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

1.31%

Shares122.0K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

3.35%

Shares172.1K

Event2026-03-31

Filed2026-05-13

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-1.17%

Shares334.1K

Event2026-03-31

Filed2026-05-13

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

2.06%

Shares293.8K

Event2026-03-31

Filed2026-05-13

VANGUARD MID-CAP ETF

-0.76%

Shares39.7K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

2.81%

Shares120.2K

Event2026-03-31

Filed2026-05-13

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

36.08%

Shares134.9K

Event2026-03-31

Filed2026-05-13

VANGUARD SMALL-CAP ETF

-1.05%

Shares29.3K

Event2026-03-31

Filed2026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF

8.36%

Shares35.7K

Event2026-03-31

Filed2026-05-13

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

2.86%

Shares73.5K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-1.17%

Shares70.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC COM

5.86%

Shares15.6K

Event2026-03-31

Filed2026-05-13

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

New

Shares140.6K

Event2026-03-31

Filed2026-05-13

PGX

INVESCO PREFERRED ETF

-22.35%

Shares312.7K

Event2026-03-31

Filed2026-05-13

GDX

VANECK GOLD MINERS ETF

0.00%

Shares36.7K

Event2026-03-31

Filed2026-05-13

ACWI

ISHARES MSCI ACWI ETF

-0.30%

Shares23.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL A

10.90%

Shares11.1K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

21.72%

Shares102.4K

Event2026-03-31

Filed2026-05-13

REET

ISHARES GLOBAL REIT ETF

-27.39%

Shares90.2K

Event2026-03-31

Filed2026-05-13

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

9.95%

Shares54.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC COM

33.79%

Shares9.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP COM

54.55%

Shares5.0K

Event2026-03-31

Filed2026-05-13

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

0.00%

Shares51.3K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC COM

2.61%

Shares14.3K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD GROWTH ETF

-2.77%

Shares3.7K

Event2026-03-31

Filed2026-05-13

COIN

COINBASE GLOBAL INC COM CL A

294.69%

Shares9.1K

Event2026-03-31

Filed2026-05-13

ALERIAN MLP ETF

0.00%

Shares28.9K

Event2026-03-31

Filed2026-05-13

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

181.98%

Shares24.2K

Event2026-03-31

Filed2026-05-13

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

5.52%

Shares31.5K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TRUST SERIES I

6.24%

Shares2.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION COM

44.52%

Shares7.4K

Event2026-03-31

Filed2026-05-13

BROADCOM INC COM

10.30%

Shares4.2K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TRUST

-12.67%

Shares15.9K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION COM

22.03%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION COM

16.84%

Shares5.0K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-5.68%

Shares12.6K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC SPON ADS

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-13

GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF

New

Shares15.3K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-22.83%

Shares1.3K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD TOTAL STOCK MARKET ETF

11.59%

Shares2.6K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-2.98%

Shares12.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW

12.82%

Shares1.6K

Event2026-03-31

Filed2026-05-13

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

-0.21%

Shares14.7K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO COM

-21.14%

Shares2.6K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO COM

11.90%

Shares7.5K

Event2026-03-31

Filed2026-05-13

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

RWO

STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF

-0.49%

Shares14.9K

Event2026-03-31

Filed2026-05-13

CANADIAN IMPERIAL BANK OF COMM COM

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES 20 YEAR TREASURY BOND ETF

-0.13%

Shares7.5K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

-0.05%

Shares8.1K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC COM

0.88%

Shares1.7K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC COM

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB U.S. MID-CAP ETF

-1.97%

Shares20.4K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES CORE S&P 500 ETF

-0.44%

Shares913

Event2026-03-31

Filed2026-05-13

VOOG

VANGUARD S&P 500 GROWTH ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW COM NEW

-18.60%

Shares4.3K

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-13

FEX

FIRST TRUST LARGE CAP CORE ALPHADEX FUND

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC COM

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-13

DES

WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

-0.07%

Shares13.9K

Event2026-03-31

Filed2026-05-13

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

COCA COLA CO COM

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO COM

3.97%

Shares497

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC COM

-1.80%

Shares1.3K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.00%

Shares15.2K

Event2026-03-31

Filed2026-05-13

EZU

ISHARES MSCI EUROZONE ETF

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L P COM

4.13%

Shares11.4K

Event2026-03-31

Filed2026-05-13

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

-3.18%

Shares3.0K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC COM

10.32%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC CL B

New

Shares6.7K

Event2026-03-31

Filed2026-05-13

VISA INC COM CL A

98.76%

Shares1.3K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES MSCI EAFE ETF

-0.50%

Shares4.0K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP COM

32.11%

Shares4.3K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC COM

-2.70%

Shares2.4K

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP COM

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC COM

-3.38%

Shares7.1K

Event2026-03-31

Filed2026-05-13

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-13

BMO

BANK MONTREAL MEDIUM COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL C

12.96%

Shares1.2K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD VALUE ETF

-5.70%

Shares1.8K

Event2026-03-31

Filed2026-05-13

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-2.46%

Shares3.6K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED COM STK

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13